Kanter & Associates PA CPA
Executive Administrator
Kanter & Associates PA CPA, Tampa, Florida, us, 33646
Job Description
Job Description
Actively provide support, assistance, and oversight to the team to achieve business goals.
· Daily monitor goals on business scoreboards to keep business on track
· Actively work with team members to help them refocus when goals might be missed
· Observe where there is too much admin work and help complete those tasks
· Write down solutions for underperforming employees and bring solutions to leadership
· Learn to identify when team members lack skills or need training
Organizational Support Responsibilities
· Provide positive reinforcement to team members that support behaviors needed to reach goals
· Maintain a positive harmony with the team by acting as an extension of leadership
· Immediately inform owners of all personal interactions with employees that could materially impact the business goals
· Help with the documentation of new processes and updating current processes
· Quality control of services provided to clients and internal operations
· Monitor and make sure that all team members are following compliance guidelines with confidential information and communication standards internally and the public
· Assist leadership by completing daily admin tasks
· Run reports for business goals each week and send to leadership and team
Qualifications:
Calendar management for leadership
Willing to learn and expand from coaching provided by leadership
Problem solver with the flexibility to learn and get involved beyond the surface level
The desire for continual personal growth
High proficiency in Excel and Word
High attention to detail
Required to have Life, Health, and Variable Annuity License 2-15
If you are interested in growing your career with our team, this position can grow into an Executive Management position within 12-18 Months.
Additional Details and Benefits:
4 Days at Office, 1 Day Work from Home (Friday)
The location of the office is 4200 W. Cypress Street, Suite 700, Tampa, FL 33607
Your work hours will be between 8:30 a.m. and 4:30 p.m. EST Monday to Friday.
You will receive two paychecks each month; one on the 15th and 30th of each month.
Paid holidays when the office is closed.
There will be a 60 Day Learning Period to determine if we are a good fit.
After the 60 days of employment, you will be eligible for…
· Personal health insurance with 80% of the cost covered by us.
· Long-term and short-term disability insurance.
· Dental and vision coverage.
· There will be a reimbursable education allowance of up to $500 per year to use for growth inside the business.
· Automatically receive 5 paid sick days (After the probationary period)
· Begin accruing 1.25 paid days each month for a total of 10 paid days - Personal Days
After the first year of employment…
· 401(k) eligible with a 3% match that will start in January or July depending on the date of hire.
Company Description
Kanter & Associates, PA, CPAs., dba Kanter Consulting Group has been hired to perform the candidate hiring process. Our client is a Financial Planning Agency and is one of the premiere planning agencies in the country.
Company Description Kanter & Associates, PA, CPAs., dba Kanter Consulting Group has been hired to perform the candidate hiring process. Our client is a Financial Planning Agency and is one of the premiere planning agencies in the country.
Actively provide support, assistance, and oversight to the team to achieve business goals.
· Daily monitor goals on business scoreboards to keep business on track
· Actively work with team members to help them refocus when goals might be missed
· Observe where there is too much admin work and help complete those tasks
· Write down solutions for underperforming employees and bring solutions to leadership
· Learn to identify when team members lack skills or need training
Organizational Support Responsibilities
· Provide positive reinforcement to team members that support behaviors needed to reach goals
· Maintain a positive harmony with the team by acting as an extension of leadership
· Immediately inform owners of all personal interactions with employees that could materially impact the business goals
· Help with the documentation of new processes and updating current processes
· Quality control of services provided to clients and internal operations
· Monitor and make sure that all team members are following compliance guidelines with confidential information and communication standards internally and the public
· Assist leadership by completing daily admin tasks
· Run reports for business goals each week and send to leadership and team
Qualifications:
Calendar management for leadership
Willing to learn and expand from coaching provided by leadership
Problem solver with the flexibility to learn and get involved beyond the surface level
The desire for continual personal growth
High proficiency in Excel and Word
High attention to detail
Required to have Life, Health, and Variable Annuity License 2-15
If you are interested in growing your career with our team, this position can grow into an Executive Management position within 12-18 Months.
Additional Details and Benefits:
4 Days at Office, 1 Day Work from Home (Friday)
The location of the office is 4200 W. Cypress Street, Suite 700, Tampa, FL 33607
Your work hours will be between 8:30 a.m. and 4:30 p.m. EST Monday to Friday.
You will receive two paychecks each month; one on the 15th and 30th of each month.
Paid holidays when the office is closed.
There will be a 60 Day Learning Period to determine if we are a good fit.
After the 60 days of employment, you will be eligible for…
· Personal health insurance with 80% of the cost covered by us.
· Long-term and short-term disability insurance.
· Dental and vision coverage.
· There will be a reimbursable education allowance of up to $500 per year to use for growth inside the business.
· Automatically receive 5 paid sick days (After the probationary period)
· Begin accruing 1.25 paid days each month for a total of 10 paid days - Personal Days
After the first year of employment…
· 401(k) eligible with a 3% match that will start in January or July depending on the date of hire.
Company Description
Kanter & Associates, PA, CPAs., dba Kanter Consulting Group has been hired to perform the candidate hiring process. Our client is a Financial Planning Agency and is one of the premiere planning agencies in the country.
Company Description Kanter & Associates, PA, CPAs., dba Kanter Consulting Group has been hired to perform the candidate hiring process. Our client is a Financial Planning Agency and is one of the premiere planning agencies in the country.